Fidelity Advisor Freedom Blend 2055 Fund - Class Z (FHPEX)
| Fund Assets | 2.05B |
| Expense Ratio | 0.40% |
| Min. Investment | $1,000,000,000 |
| Turnover | 17.00% |
| Dividend (ttm) | 0.41 |
| Dividend Yield | 2.91% |
| Dividend Growth | n/a |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | May 9, 2025 |
| Previous Close | 13.79 |
| YTD Return | 10.40% |
| 1-Year Return | 16.91% |
| 5-Year Return | 80.78% |
| 52-Week Low | 11.31 |
| 52-Week High | 14.02 |
| Beta (5Y) | n/a |
| Holdings | 44 |
| Inception Date | Aug 31, 2018 |
About FHPEX
Fidelity Advisor Freedom Blend 2055 Fund - Class Z is a target-date mutual fund designed to help investors prepare for retirement around the year 2055. The fund follows a dynamic asset allocation strategy, gradually shifting its portfolio from growth-oriented investments to more income-focused holdings as the target date approaches. It invests primarily in a blend of Fidelity-managed U.S. and international equity funds, bond funds, and short-term instruments, including both active and index-based underlying funds. This approach provides broad diversification across markets and asset classes, aiming to balance risk and return through various market cycles. The fund's glide path, or asset allocation plan over time, leverages Fidelity's robust investment research and is periodically adjusted to reflect evolving market conditions. With its disciplined, time-tested process, the fund seeks high total return before the target date and shifts toward income generation and capital preservation as retirement nears, serving as a comprehensive solution for investors seeking a professionally managed path to retirement.
Performance
FHPEX had a total return of 16.91% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.76%.
Top 10 Holdings
78.53% of assets| Name | Symbol | Weight |
|---|---|---|
| Fidelity Series Large Cap Value Index Fund | FIOOX | 13.84% |
| Fidelity Series Blue Chip Growth Fund | FSBDX | 12.24% |
| Fidelity Series Emerging Markets Opportunities Fund | FEMSX | 9.12% |
| Fidelity Series Large Cap Growth Index Fund | FHOFX | 7.75% |
| Fidelity Series Large Cap Stock Fund | FGLGX | 7.06% |
| Fidelity Series International Value Fund | FINVX | 6.73% |
| Fidelity Series Overseas Fund | FSOSX | 6.58% |
| Fidelity Series International Growth Fund | FIGSX | 6.55% |
| Fidelity Series Value Discovery Fund | FNKLX | 4.95% |
| Fidelity Series Long-Term Treasury Bond Index Fund | FTLTX | 3.70% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| May 9, 2025 | $0.088 | May 12, 2025 |
| Dec 30, 2024 | $0.320 | Dec 31, 2024 |
| Dec 28, 2023 | $0.206 | Dec 29, 2023 |
| May 12, 2023 | $0.017 | May 15, 2023 |
| Dec 29, 2022 | $0.274 | Dec 30, 2022 |
| May 6, 2022 | $0.319 | May 9, 2022 |